Skip to content
Disclosery

MONTAG A & ASSOCIATES INC: TFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONTAG A & ASSOCIATES INC on TFC, newest first. How the timeline and the estimate are built.

MONTAG A & ASSOCIATES INC held 67,027 TFC shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,027 shares
    Change vs previous 13F +1,857 shares

    0.14% of the 13F portfolio, value $3,339,269.

    13F-HR 0000829407-26-000004 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 65,170 shares
    Change vs previous 13F -1,548 shares

    0.14% of the 13F portfolio, value $2,995,873.

    13F-HR 0000829407-26-000003 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 66,718 shares
    Change vs previous 13F -1,624 shares

    0.15% of the 13F portfolio, value $3,283,193.

    13F-HR 0000829407-26-000001 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 68,342 shares
    Change vs previous 13F +2,402 shares

    0.14% of the 13F portfolio, value $3,124,597.

    13F-HR 0000829407-25-000006 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 65,940 shares
    Change vs previous 13F -85,526 shares

    0.14% of the 13F portfolio, value $2,834,761.

    13F-HR 0000829407-25-000004 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 151,466 shares
    Change vs previous 13F -647 shares

    0.31% of the 13F portfolio, value $6,232,826.

    13F-HR 0000829407-25-000003 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 152,113 shares
    Change vs previous 13F -2,725 shares

    0.31% of the 13F portfolio, value $6,598,662.

    13F-HR 0000829407-25-000001 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 154,838 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $6,622,422.

    13F-HR 0000829407-24-000007 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).